# Relaticle > Open-source, self-hosted CRM with a built-in AI chat and an MCP server for external AI agents. ## Help Centre - [Create your first company](https://relaticle.com/help/getting-started/create-your-first-company): Add a company record and fill in the fields your team actually uses. - [Add your first person](https://relaticle.com/help/getting-started/add-your-first-person): Add a person record and link them to a company. - [Track a deal through the pipeline](https://relaticle.com/help/getting-started/track-a-deal-through-the-pipeline): Move an opportunity through your sales stages, from Prospecting to Closed Won or Lost. - [Import your existing data](https://relaticle.com/help/getting-started/import-your-existing-data): Bring companies, people, or opportunities in from a CSV file. - [Use custom fields](https://relaticle.com/help/getting-started/use-custom-fields): Add, edit, or reuse the fields that capture the data your team tracks. - [Invite your team](https://relaticle.com/help/getting-started/invite-your-team): Add teammates to your workspace as an Administrator or an Editor. - [Find anything with search and filters](https://relaticle.com/help/getting-started/find-anything-with-search-and-filters): Search across every record from the sidebar, or filter any list. - [Prepare your CSV file](https://relaticle.com/help/import/prepare-your-csv): File requirements, column naming, and formatting rules that make an import succeed on the first try. - [What each record type needs](https://relaticle.com/help/import/what-each-record-type-needs): Columns, relationships, and example CSVs for companies, people, opportunities, tasks, and notes. - [Update existing records with an import](https://relaticle.com/help/import/update-existing-records): Match rows by ID, email, phone, or domain to update records in place instead of creating duplicates. - [Fix import errors](https://relaticle.com/help/import/fix-import-errors): What to do when an upload, mapping, or validation step fails — and how ambiguous dates are handled. - [Ask the assistant about your data](https://relaticle.com/help/ai-assistant/ask-questions-about-your-data): Chat with your CRM in plain language — search records, summarise your pipeline, and pull quick answers. - [Approve what the assistant changes](https://relaticle.com/help/ai-assistant/approve-what-the-assistant-changes): Every create, update, or delete the AI proposes waits for your review — nothing is saved until you approve it. - [Choose an AI model](https://relaticle.com/help/ai-assistant/choose-an-ai-model): Pick the model behind the assistant per conversation, or leave it on Auto and let Relaticle decide. - [AI credits and rate limits](https://relaticle.com/help/ai-assistant/ai-credits-and-limits): How assistant messages spend credits, what each plan includes monthly, and what happens at zero. - [Connect Claude or ChatGPT to your workspace](https://relaticle.com/help/ai-assistant/connect-claude-or-chatgpt): Add Relaticle to the AI assistant you already use — one URL, a consent screen, and no code involved. - [Field types you can add](https://relaticle.com/help/custom-fields/field-types-you-can-add): Every field type available for your records, from plain text to currency, rich editors, and record links. - [Add, edit, and archive fields](https://relaticle.com/help/custom-fields/add-and-manage-fields): Create fields on the Custom Fields page, reorder them, retire them safely, and understand system fields. - [Control where a field appears](https://relaticle.com/help/custom-fields/control-where-a-field-appears): A field's settings decide its place in lists and record pages, and whether it can be searched or filtered. - [Edit the options in a select field](https://relaticle.com/help/custom-fields/edit-the-options-in-a-select-field): Rename, reorder, add, or colour the choices in any select — including pipeline stages and task statuses. - [Company records](https://relaticle.com/help/records/company-records): What lives on a company — owner, domains, auto-fetched logo, and the tabs for people, tasks, and notes. - [People records](https://relaticle.com/help/records/people-records): Contacts with unique emails, phone, job title, and a company link — created standalone or from the account. - [Opportunity records](https://relaticle.com/help/records/opportunity-records): Deals with an amount, close date, and stage, linked to a company and contact — in a list or on the board. - [Restore a deleted record](https://relaticle.com/help/records/restore-deleted-records): Deleting is reversible — filter any list to deleted records and restore them; only force delete is final. - [Export your data](https://relaticle.com/help/records/export-your-data): Download any record type as CSV or Excel — full lists or selected rows, custom fields included. - [See who changed a record](https://relaticle.com/help/records/see-who-changed-a-record): The Activity log tab on companies, people, and opportunities shows every field change and who made it. - [Work with tasks](https://relaticle.com/help/tasks-and-notes/work-with-tasks): Create tasks with status, priority, due dates, and assignees, then keep on top of them with filters and digests. - [Use the task board](https://relaticle.com/help/tasks-and-notes/use-the-task-board): A kanban view of your tasks — one column per status, drag to update, with priority and due-date badges. - [Take notes on your records](https://relaticle.com/help/tasks-and-notes/take-notes-on-your-records): Capture meeting notes and context in rich text, attached to the companies and people they're about. - [Manage members and roles](https://relaticle.com/help/workspace/manage-members-and-roles): What Administrators and Editors can each do, plus invitations, join links, and removing members. - [Rename, create, or delete a workspace](https://relaticle.com/help/workspace/rename-or-delete-your-workspace): Change a workspace's name and URL slug, run several workspaces side by side, or wind one down safely. - [Billing and plans](https://relaticle.com/help/workspace/billing-and-plans): Relaticle Cloud is priced per workspace, never per seat — trials, subscriptions, credits, and pausing explained. - [Manage your profile](https://relaticle.com/help/workspace/manage-your-profile): Your photo, name, email, password, signed-in browsers, and what happens if you delete your account. ## Developer Documentation - [Self-Hosting Guide](https://relaticle.com/developers/self-hosting): Deploy Relaticle with Docker or manually. - [MCP Server](https://relaticle.com/developers/mcp): Connect AI assistants like Claude to your CRM. - [Contributing Guide](https://relaticle.com/developers/contributing): Installation, architecture, and contributing. - [API Reference](https://relaticle.com/developers/api): REST API documentation for managing CRM entities. ## Product - [Rela, the AI Assistant](https://relaticle.com/ai): What the built-in AI assistant does, the approval flow, model choice, and MCP access. - [Self-Hosted CRM](https://relaticle.com/self-hosted): Run Relaticle on your own server with Docker Compose, AGPL-3.0, and local AI via Ollama. ## Comparisons & Alternatives - [Relaticle vs Twenty](https://relaticle.com/compare/relaticle-vs-twenty): License, pricing, GitHub activity, tech stack, and AI/MCP support compared with dated, sourced facts. - [Relaticle vs EspoCRM](https://relaticle.com/compare/relaticle-vs-espocrm): License, pricing, GitHub activity, tech stack, and AI/MCP support compared with dated, sourced facts. - [Attio Alternative](https://relaticle.com/alternatives/attio): Why teams switch from Attio to an open-source, self-hosted CRM, with the CSV migration path. - [HubSpot Alternative](https://relaticle.com/alternatives/hubspot): Why teams switch from HubSpot to an open-source, self-hosted CRM, with the CSV migration path. ## Company - [Press Kit & Facts](https://relaticle.com/press): Founding date, license, GitHub stars, pricing, tech stack, and product screenshots. ## Blog - [Engineering Blog](https://relaticle.com/blog): Engineering posts on building an open-source, AI-native CRM. - [Self-Hosting an AI-Native CRM in 2026](https://relaticle.com/blog/self-hosting-an-ai-native-crm-in-2026): Deploy Relaticle with Docker, Coolify, or Dokploy, then connect a local Ollama model. The AI chat and all 32 MCP tools work without a cloud subscription.